Those of you who haven't looked at Sugar since version 6 will find that, when you look at the latest version, there will be many surprises as to how the system has changed. The team at SugarCRM has listened to what users need from the system to make the information stored within it as easy to access as possible.
Here are the 6 most noticeable differences which Sugar 7 brings.
From the moment you log into Sugar 7 you can see that things have changed.
Sugar 7 still allows users to create their own customised dashboards, but it now allows mixed quantity column layouts. This means that whereas previously the entire dashboard would be defined as single, double, or triple column layout, with Sugar 7 you can have a different number of columns in each row that you add to the dashboard.
In reality, users find it far more useful to have a mix of columns as this gives the ability to have difference sized dashlet panels on the same screen, depending on what content it contains (for example wide listview dashlets and small report charts)
2. Intelligence Panel
Click through to a module list view or a record within Sugar and you'll notice the next major change to the views within Sugar. The right hand side of the screen is now home to the Intelligence Panel which changes its content depending on the record you're viewing. Whether this be the overall interaction with an Account (opportunity statistics giving information as to how many have been won, closed or are currently open, with financial totals), or a quick way of seeing a record's details via the preview button without having to leave the current screen, the Intelligence Panel gives rise to a whole new way of seeing the information you need, when you need it.
3. Real-time Search Filters
Sugar 7 modules have done away with the previous Basic and Advanced Search screens and, instead, now have the ability to filter the records displayed in the the listview in real time. Simply type the first few letters of the name of an account, for example, in the Accounts module filter bar, and the list immediately changes to show all records which start with those letters. The Sugar Wildcard search character (the percent symbol %) is still available so you can search for record names which 'contain' those letters rather than start with them.
Create your own filters with multiple conditions from fields within the module (for example, all Accounts in a particular Industry), and use these stored filters both in the list views and in your Dashboard dashlets.
4. Inline Editing
If you only need to change one field's contents within a record, it always seems overkill to have to put the entire record into edit mode. The good news is that, with Sugar 7's new layouts, you can now simply edit one field either within the record view, or in the module's list view, or subpanel. Keeping your system data has never been so quick and simple.
5. Activity Stream
The introduction of the Activity Stream gives users the ability to view activities performed on records, create posts, preview posts and comment on them etc. By "Following" a record by clicking on the Folow button at the top of the record, a user will see updated related to that record in their Activity Stream.
Activity Streams can be viewed at the Dashboard level where all activity on all followed records will be shown, within a record itself (by clicking the Activity Stream button at the top of the subpanel view) where all activity around that record will be seen, or within an intelligence pane dashlet.
Grouping data by modules allows information of a particular type to be stored in a logical manner. However, it's sometimes useful to be able to group records by a common theme or keyword.
By utilising the new Tags function in Sugar 7 records from different modules can quickly be grouped and located by one or more "tag". Users can create new tags on the fly or, if a tag has previously been used within the system, typing its name will bring it up in a list of suggestions, based on what the User as typed.